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Angela G
Series 65
Magnolia, AR
Mustard Seed Wealth Management
Angela Glass is a Series 65 licensed financial advisor with Mustard Seed Wealth Management in Monroe, LA, where she has worked since 2005. She has 17 years of industry experience. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, using low-expense mutual funds, ETFs, and individual bonds.
James A
CFP®, Series 65
Magnolia, AR
Mustard Seed Wealth Management
James Ashby is a CFP® professional with 23 years of industry experience, currently serving at Mustard Seed Wealth Management since 2003. He also operates a sole proprietorship, J. David Ashby, which he has maintained since 1997. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and businesses. The firm emphasizes long-term, asset-allocation strategies supported by low-expense mutual funds, ETFs, and individual bonds, managing over $413 million in regulatory assets.
Kirk R
Series 65
Magnolia, AR
Mustard Seed Wealth Management
Kirk Reardon is a financial advisor at Mustard Seed Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked for Mayo Manufacturing Corp. for nine years. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory and manages over $413 million in assets.
Zachary T
Series 65
Magnolia, AR
Mustard Seed Wealth Management
Zachary Talley is a financial advisor at Mustard Seed Wealth Management in Magnolia, AR, holding a Series 65 designation with 18 years of industry experience. He has been with Mustard Seed Wealth Management since 2008. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, utilizing low-expense mutual funds, ETFs, and individual bonds.
Laurie P
Series 65, Series 66
Magnolia, AR
Mustard Seed Wealth Management
Laurie Pinner is a financial advisor at Mustard Seed Wealth Management with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Mustard Seed Wealth Management since 2013. Outside of her advisory role, she is a 50% owner of a commercial rental business in Hope, Arkansas. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory, utilizing low-expense mutual funds, ETFs, and individual bonds, and manages over $413 million in regulatory assets.
Jonathan B
CFP®, Series 65
Magnolia, AR
Mustard Seed Wealth Management
Jonathan Baird is a CFP® professional with 20 years of experience in financial advising. He is a team member at Mustard Seed Wealth Management, where he has worked since 2013, and also serves as Chief Financial Officer at Peoples Bank, overseeing risk management and the bank’s bond investment portfolio. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning to individuals, pension plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation approach rooted in Modern Portfolio Theory, utilizing low-expense mutual funds, ETFs, and individual bonds, and offers both discretionary and non-discretionary management alongside written financial plans.
Bruce B
CFP®, Series 65
El Dorado, AR
Mustard Seed Wealth Management
Bruce Butterfield is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with Mustard Seed Wealth Management since 2005 and currently works at the firm's El Dorado, Arkansas office. Outside of his advisory role, he is a 50% owner of a commercial real estate business in El Dorado. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach utilizing low-expense mutual funds, ETFs, and individual bonds, and manages over $413 million in assets.
Ashton Y
Series 65
Magnolia, AR
Mustard Seed Wealth Management
Ashton Yarbrough is a financial advisor at Mustard Seed Wealth Management with a Series 65 credential and one year of industry experience. His work history includes roles at Mustard Seed Wealth Management and Murphy USA, as well as involvement with Southern Arkansas University in both academic and student affairs capacities. Mustard Seed Wealth Management provides investment advisory and comprehensive financial planning services to individuals, businesses, and retirement plans. The firm manages approximately $449 million in assets and employs a team of nine advisors, utilizing a long-term, asset allocation approach grounded in Modern Portfolio Theory with a focus on low-cost investment options.
Minna G
Series 63, Series 65
Magnolia, AR
Mustard Seed Wealth Management
Minna Green is a financial advisor at Mustard Seed Wealth Management with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mustard Seed Wealth Management since 2014. Mustard Seed Wealth Management provides investment advisory and financial planning services to individuals, businesses, and retirement plans. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, and bonds, and offers both discretionary management and model-portfolio solutions through a nine-advisor team.
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